595 Finance jobs in Colgate, WI

2+ years full cycle sales experience with a proven track record preferred
Reliable and insured vehicle
Backgrounds that thrive in this role: Residential or B2C sales, former business owners, real estate, insurance sales and B2B outside sales.
1-2 years' experience using CRM (Service Titan, Salesforce, HubSpot, etc.)
Working availability of 45 hours including some evenings/weekends
Proficiency with Microsoft Office 365
Valid driver's license

BMO Financial

Brookfield, WI 53005

Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Working knowledge of retail investments and lending products.
Working knowledge of personal and small business customer needs and solutions.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
Appropriate lending qualifications and designations.
The Bank will instruct you on the registration requirements needed to comply with this requirement.
This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry.
Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
Specialized knowledge.
A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.

National Exchange Bank & Trust

Allenton, WI 53002

USAA

Milwaukee, WI 53203

Proficient knowledge of property claims contracts and interpretation of case law and state laws and regulations.
Ability to travel 50-75% of the year (local & non-local) and/or work catastrophe duty when needed.
Proficient knowledge of residential construction.
May require travel to resolve claims, attend training, and conduct in-person inspections.
High School Diploma or General Equivalency Diploma required.
Proven investigatory, analytical, prioritizing, multi-tasking, and problem-solving skills.
Acquisition and maintenance of insurance adjuster license within 90 days and 3 attempts.
2 years of relevant property claims adjusting experience of moderate complexity losses that includes writing estimates, involving dwelling and structural damages.
Advanced knowledge of estimating losses using Xactimate or similar tools and platforms.
Proficient negotiation, investigation, communication, and conflict resolution skills.

Hire Standard Staffing

Colgate, WI

Comfortable using Zoom and other online communication tools.
No prior insurance experience is required — only a strong drive to succeed and a willingness to learn.
Must be a U.S. or Canadian citizen.